Tesla’s Global Sales Collapse, China’s EV Surge & Europe’s Climate Fight | At The Wheel #11

In Episode 11 of At The Wheel, Joe White and Tu Le unpack one of the biggest developments in the global automotive industry: Tesla’s weakening sales and the accelerating rise of China’s EV giants.Tesla’s once unstoppable growth story is suddenly under pressure. Sales are down sharply in Europe, China, and the United States, while Chinese automakers like BYD, Geely, Chery, and XPeng continue expanding both domestically and globally.Joe and Tu break down:* Why Tesla’s global sales growth has stalled despite strong EV market growth* How China’s EV market is reshaping the global automotive industry* The reality of Tesla’s idle capacity in Shanghai and Berlin gigafactories* Why Chinese automakers are rapidly expanding into Europe, Latin America, and Southeast Asia* Porsche’s dramatic sales collapse in China* The growing pressure on legacy automakers to adapt to China’s EV dominance* Europe’s escalating debate over phasing out combustion engines by 2035The episode also explores how geopolitics, trade tensions, and evolving technology are reshaping the future of the global auto industry.As China pushes toward 80% electrification of its auto market by 2040, the stakes for Tesla, Detroit, and Europe have never been higher.🔎 SEO Keywords for DiscoverabilityTesla sales declineTesla China marketBYD EV growthChina EV market dominanceelectric vehicle competitionTesla vs BYDglobal EV market trendsPorsche China sales collapseEV adoption China 2040future of electric vehiclesChina EV exportsEV market competitionelectric vehicle industry news⏱ YouTube Chapters / Timestamps00:00 Intro – Tesla’s Global Sales Problems01:41 Tesla Sales Decline Explained03:08 Tesla’s China Production Dependence05:02 Idle Gigafactory Capacity in Berlin & Shanghai07:10 Rising Competition From Chinese EV Makers09:05 Why Tesla’s Model 3 and Model Y Are Aging12:08 Tesla’s Global Market Challenges15:27 China EV Export Boom18:03 Tesla vs China EV Companies20:47 Michael Burry’s Tesla Criticism24:18 XPeng’s AI Strategy28:08 Global EV Competition Explained31:35 Europe’s Combustion Engine Ban Debate34:18 Legacy Automakers Under Pressure37:07 EV Demand and Market Dynamics40:20 Final Thoughts This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.atthewheel.co